Hello @User_52YCL By default, NSPB saved searches has a criteria to filter out Posted and Non-Posted Transactions. You can modify the search criteria to include non-posted transactions. Thank you!

Hi @User_52YCL! Please see an overview for NetSuite Planning and Budgeting (NSPB): NSPB imports data from NetSuite ERP, typically using Saved Searches. The data brought into NSPB is generally summarized and includes only posted (actual) financial transactions. Reporting Capabilities: NSPB enables users to generate Budget…

Hello @User_FL4CK Invoicing, including attaching supporting documents for expenses, is managed within the core NetSuite ERP system. NetSuite Planning and Budgeting (NSPB/PBCS) is primarily used for budgeting, forecasting, and financial analysis. It pulls transactional data directly from NetSuite ERP via a built-in…